Modera specializes in providing wealth management and portfolio management services.

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Insurance

Investment Management

Modera Wealth Management

Modera Wealth Management's headquarters in Westwood, NJ, United States

Tom Orecchio

Karen R. Keatley

Laurie A. Vitali

Kevin P. Sweeney

Rakhee Gor

Kirsten Ly

Jeanne Owens

Theresa Apruzzese Days

Charles P. Boinske

Peter Somich

The Finance and Taxation team at Modera Wealth Management focuses on optimizing clients' financial strategies through comprehensive tax planning, investment management, and compliance oversight. They work collaboratively to ensure efficient asset allocation, maximize wealth retention, and provide expert guidance on tax-related matters, enhancing the overall financial well-being of clients.

Finance and Taxation

The Leadership Team at Modera Wealth Management is responsible for setting the strategic direction of the firm, overseeing operations, and ensuring the delivery of exceptional wealth management services. This team, comprised of experienced principals in various leadership roles, collaborates to enhance client experiences, drive compliance, manage investments, and cultivate a strong organizational culture, ultimately aiming to foster long-term client relationships and sustainable growth.

Leadership Team

The Operations Team at Modera Wealth Management ensures seamless functionality across the firm's wealth and portfolio management services. This team is responsible for optimizing operational processes, managing client services, and overseeing facilities, all aimed at enhancing client experience and supporting the firm's strategic objectives. By leveraging their expertise, they contribute to efficient service delivery and maintain high standards of operational excellence.

Operations Team

The Wealth Management Team at Modera Wealth Management is dedicated to delivering personalized financial strategies and comprehensive portfolio management services. They collaborate closely with clients to understand their unique goals and aspirations, providing expert guidance in investment planning, risk management, and wealth preservation to help clients achieve financial security and growth.

Wealth Management Team

The Human Resources and People Management team at Modera Wealth Management is responsible for fostering a positive workplace culture, driving employee engagement, and ensuring compliance with HR policies. They focus on talent acquisition, employee development, and performance management to support the company's goals while enhancing the overall employee experience.

Modera Wealth Management

Org chart

Teams

Finance and Taxation

Leadership Team

Operations Team

Wealth Management Team

Human Resources and People Management

Offices

Modera Wealth Management

Org chart

Teams

Finance and Taxation

Leadership Team

Operations Team

Wealth Management Team

Human Resources and People Management

Offices

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